Summary
Overview
Work History
Education
Skills
Timeline
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Benjamin Lipp

Finance Professional
Cincinnati,OH

Summary

Motivated individual with strong work ethic and ability to work independently. Strong organizational and team collaboration skills with experience in improving processes while maintaining exceptional customer service.

Overview

4
4
years of professional experience
3
3
years of post-secondary education

Work History

Private Client Banker

Key Bank
06.2022 - 01.2024
  • Increased branch production to become highest ranked branch in market, with same branch being ranked lowest in previous year.
  • Responsible for over 50% of Private Client Banker production in Cincinnati market in FY 2023 out of 5 Private Client Bankers
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
  • Streamlined internal processes to improve efficiency, leading to faster response times for clients' requests.
  • Assisted with comprehensive reviews of clients' financial situations, developing customized wealth management plans.
  • Educated clients on potential risks and rewards associated with various investments.

Retail Banking Intern

Key Bank
01.2021 - 05.2022
  • Cross-sold products and other lines of business.
  • Helped customers with service needs, product explanations and banking.
  • Maintained friendly and professional customer interactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Referred customers to other banking departments for specialized services.
  • Traveled to multiple branches in region to cover customer service needs

Independent Contract Driver

Uber
01.2020 - Current
  • Consistently earned higher than area average by maximizing earnings per mile and fully utilizing app features paired with area knowledge
  • Resolved client issues promptly, demonstrating excellent problem-solving skills and maintaining high levels of customer satisfaction.

Education

BBA - Finance

University of Cincinnati
Cincinnati, OH
08.2019 - 05.2022

Skills

FINRA Series 6 and 63

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Timeline

Private Client Banker

Key Bank
06.2022 - 01.2024

Retail Banking Intern

Key Bank
01.2021 - 05.2022

Independent Contract Driver

Uber
01.2020 - Current

BBA - Finance

University of Cincinnati
08.2019 - 05.2022

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Benjamin LippFinance Professional